Create a client and control portal access

Who this is for: Workspace admins and authorised employees

Create a client record for a customer whose work or billing you manage. Portal access and email notifications are separate choices on the client form.

Steps

1. Open Clients and choose Add Client.

2. Enter the client name and the relevant contact information. An email address is required when login is enabled.

3. Review the login and email notification options. Enable access only when the customer should use the client portal.

4. Add the company, billing and shipping details you need. Complete any required custom fields.

5. Save the client, check the record and associate the appropriate projects or documents with it.

If you get stuck

A client record does not give a customer access to every company record. Available pages depend on permissions and the work shared with them. Before sending login information or documents, check the recipient address. If an address is rejected, check for an existing account in the workspace.